| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michel Khalaf | President Ceo | 697,709 | 0 | 04 Mar, 2026 |
| Steven J Goulart | Evp Chief Investment Officer | 322,300 | 0 | 02 Mar, 2023 |
| John D. Mccallion | Evp Chief Financial Officer | 275,194 | 0 | 04 Mar, 2026 |
| Ramy Tadros | President, U.S. Business | 216,819 | 0 | 04 Mar, 2026 |
| Marlene Debel | Evp Chief Risk Officer | 154,380 | 0 | 04 Mar, 2026 |
| Robert Glenn Hubbard | - | 105,878 | 0 | 03 Apr, 2026 |
| Cheryl W Grise | - | 88,785 | 0 | 12 Jun, 2025 |
| Bill Pappas | Evp, Global Tech. Ops. | 83,746 | 0 | 04 Mar, 2026 |
| Catherine R Kinney | - | 61,815 | 0 | 13 Jun, 2024 |
| Kishore Ponnavolu | President, Asia | 58,574 | 0 | 03 Mar, 2022 |
| Stephen W Gauster | Evp General Counsel | 52,503 | 0 | 02 Mar, 2023 |
| William E Kennard | - | 46,501 | 0 | 03 Apr, 2026 |
| Edward J Iii Kelly | - | 37,112 | 0 | 12 Jun, 2025 |
| Gerald L Hassell | - | 31,442 | 0 | 13 Jun, 2024 |
| Shurawl Sibblies | Evp Chief Hr Officer | 28,036 | 0 | 04 Mar, 2026 |
| David L Herzog | - | 26,138 | 0 | 03 Apr, 2025 |
| Carlos M Gutierrez | - | 25,745 | 0 | 03 Apr, 2026 |
| Diana Mckenzie | - | 24,472 | 0 | 03 Apr, 2026 |
| Tamara Schock | Evp Chief Accounting Officer | 23,606 | 0 | 05 Mar, 2025 |
| Mark A Weinberger | - | 18,801 | 0 | 03 Apr, 2026 |
| Monica M Curtis | Evp Chief Legal Officer | 17,646 | 0 | 04 Mar, 2026 |
| Adrienne Karen O'Neill | Evp Chief Accounting Officer | 14,557 | 0 | 26 Feb, 2026 |
| Carla A Harris | - | 10,485 | 0 | 03 Apr, 2026 |
| Jeh C. Johnson | - | 8,850 | 0 | 03 Apr, 2026 |
| Laura J Hay | - | 5,692 | 0 | 03 Apr, 2026 |
| Christian Stephane Mumenthaler | - | 2,846 | 0 | 03 Apr, 2026 |
| Daniel S Glaser | - | 2,101 | 0 | 03 Apr, 2026 |
| Daniel S Glaser | - | 1,578 | 0 | 26 Feb, 2026 |
| Michelle Seitz | - | 994 | 0 | 03 Apr, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Daniel S Glaser | Common Stock | A | 721 | $71.17 | 2,101 | D | A |
| 01 Apr, 2026 | Robert Glenn Hubbard | Common Stock | A | 1,248 | $71.17 | 105,878 | D | A |
| 01 Apr, 2026 | Carlos M Gutierrez | Common Stock | A | 721 | $0.00 | 25,745 | D | A |
| 01 Apr, 2026 | Jeh C. Johnson | Common Stock | A | 721 | $71.17 | 8,850 | D | A |
| 01 Apr, 2026 | Michelle Seitz | Common Stock | A | 721 | $0.00 | 994 | D | A |
| 01 Apr, 2026 | Carla A Harris | Common Stock | A | 721 | $71.17 | 10,485 | D | A |
| 01 Apr, 2026 | Laura J Hay | Common Stock | A | 721 | $71.17 | 5,692 | D | A |
| 01 Apr, 2026 | Christian Stephane Mumenthaler | Common Stock | A | 721 | $71.17 | 2,846 | D | A |
| 01 Apr, 2026 | William E Kennard | Common Stock | A | 721 | $71.17 | 46,501 | D | A |
| 01 Apr, 2026 | Diana Mckenzie | Common Stock | A | 721 | $71.17 | 24,472 | D | A |
| 01 Apr, 2026 | Mark A Weinberger | Common Stock | A | 721 | $0.00 | 18,801 | D | A |
| 24 Feb, 2026 | Daniel S Glaser | Common Stock | A | 273 | $75.34 | 1,380 | D | A |
| 10 Mar, 2026 | Carla A Harris | Common Stock | A | 43 | $70.60 | 9,764 | D | A |
| 10 Mar, 2026 | Diana Mckenzie | Common Stock | A | 189 | $70.60 | 23,751 | D | A |
| 10 Mar, 2026 | Robert Glenn Hubbard | Common Stock | A | 771 | $70.60 | 104,630 | D | A |
| 10 Mar, 2026 | Jeh C. Johnson | Common Stock | A | 65 | $70.60 | 8,129 | D | A |
| 10 Mar, 2026 | Christian Stephane Mumenthaler | Common Stock | A | 17 | $70.60 | 2,125 | D | A |
| 10 Mar, 2026 | William E Kennard | Common Stock | A | 365 | $70.60 | 45,780 | D | A |
| 10 Mar, 2026 | Laura J Hay | Common Stock | A | 40 | $70.60 | 4,971 | D | A |
| 02 Mar, 2026 | Ramy Tadros | Common Stock | D | 5,166 | $73.24 | 216,819 | D | F |